Do fundamentals matter? (Part 2)
We discuss why investing on the basis of quality and value in well-established, profitable companies with sound fundamentals will...
Where is the upside in Telstra?
We discuss why we believe that Telstra is in a strong position to improve its financial position and why have we increased our holdings...
Why holding good quality stocks matters
We discuss why holding well-established quality companies in our investment portfolios remains an important factor in delivering long-term...
Is the sharemarket correctly pricing in fundamentals?
We analyse the fundamentals of companies such as Afterpay, Amcor, Brambles and Orica, and we seek to provide an objective insight into the...
A defensive absolute return share fund
Investment Approach and Strategy The Investors Mutual Private Portfolio Fund...